Financial Gravity Asset Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Financial Gravity Asset Management’s Portfolio PFFA Stock Details PFFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55M	Buy	76,001 +71,484	+1,583%	+$1.54M	0.28%	72
2025 Q4	$97.3K	Hold	4,517	–	–	0.02%	181
2025 Q3	$98.1K	Buy	+4,517	New	+$97.8K	0.02%	223
2025 Q1	$1.54M	Buy	+72,555	New	+$1.59M	0.34%	70

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Financial Gravity Asset Management's PFFA Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 1,583% in Q1 2026, buying an estimated $1.54M and bringing the position to 76,001 shares worth $1.55M. The position accounts for 0.28% of the portfolio, ranked #72.

Financial Gravity Asset Management first reported a position in PFFA in Q1 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

Financial Gravity Asset Management held 76,001 shares of Virtus InfraCap US Preferred Stock ETF worth $1.55M as of Q1 2026.
Financial Gravity Asset Management bought 71,484 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $1.54M.
Virtus InfraCap US Preferred Stock ETF made up 0.28% of Financial Gravity Asset Management's portfolio in Q1 2026, its #72 holding.
Financial Gravity Asset Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2025 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.